Inside P&C Insurance Agent

About the role

Join Our Team as a Licensed P&C Insurance Agent – Inside Sales

Responsibilities

• Own the Full Sales Cycle: Serve as a trusted advisor from initial contact to policy issuance, leading clients comprehensively through the quoting and binding process while ensuring they are fully informed about coverage options, policy terms, exclusions, and subsequent steps.
• Consult, Qualify & Close: Engage warm inbound and outbound leads (absolutely no cold calling), uncover coverage needs through strategic discovery, and guide clients to the right coverage using our proprietary MY180 platform.
• Document Thoroughly: Capture every call, outcome, quote, and client detail using structured workflows, call scripts, and compliance protocols.
• Leverage Tools: Operate efficiently with HubSpot CRM, and MY180 quoting software to manage your book and meet service-level expectations
• Maintain High Performance: Consistently hit KPIs in areas like policy volume, premium, conversion rates, retention, and documentation accuracy.
• Cross-Sell Strategically: Recommend additional coverages in alignment with underwriting guidelines and customer needs.
• Partner Cross-Functionally: Collaborate with Sales leadership, Underwriting, Marketing, and Analytics to improve customer outcomes and optimize internal workflows.
• Contribute to a Winning Culture: Share best practices, support teammates, and help build a high-performing sales organization from the ground up

Requirements

• Required Licenses: Active Utah or Texas General Lines P&C license in good standing, Willingness to obtain a Surplus Lines License with 60 days of hire
• Experience: 2+ years' experience closing personal lines P&C in a call center or direct-to-customer environment, Track record of consistently hitting volume-based quotas and you know your metrics, Understand homeowners' insurance coverages, deductibles, limitations, and exclusions, Comfortable operating in a new environment where processes are still being built and you contribute to making them better, Prior experience using a CRM like HubSpot, familiarity with quoting systems, and multi-line product offerings

Qualifications

• Self-starter that is competitive and goal-driven, Strong communication, discovery, and objection-handling skills, Thrives in a high‑lead, high‑conversion environment, Ability to work independently while contributing to a team-first, high-accountability culture

Benefits

Medical, dental, vision, 401k, paid holidays, PTO and more!

Pay

Competitive base pay and performance bonuses.

Schedule

On-site role with a fast-paced and collaborative team culture. Results-driven office where your contributions make a real impact.